Free, no email required. Keep completed worksheets private. Do not include consumer contact details or recordings.
Choose a consistent window
Use a stated timezone and a stable date range. Record when each system was exported and whether late adjustments are included. Do not compare one report by call-start date with another by payment date without explaining the difference.
Resolve the call identity first
Use the provider’s stable call identifiers and any documented parent/child relationship. A transferred call can produce several legs. Summing every leg as a new sale may double-count one consumer journey. Keep private identifiers in an authorized record, not a public spreadsheet.
Review buyer and supplier evidence separately
A buyer charge depends on the buyer’s terms. A supplier payable depends on the supplier’s terms. Compare the relevant timer, qualification, duplicate and dispute rules for each. A 90-second flag alone does not establish a human conversation or resolve a voicemail dispute.
Reconcile payments and adjustments
Separate paid allocation, accepted charges, confirmed credits, refunds and unresolved disputes. Keep cumulative refund snapshots from being counted repeatedly. The downloadable sheet is a review aid, not an accounting system or a new commercial policy.
Finish with an explicit next step
Assign an owner to every unresolved row and say which evidence is missing. Use the buying specification to reduce ambiguity before the next run, and the operating model for cross-team responsibilities.